See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,425 | $538,095-75.0% | $477,111-71.8% | $382,429-64.8% |
| Participation rate | 100.0% | 90.5%+9.5pp | 88.9%+11.1pp | 87.7%+12.3pp |
| Annual return | 15.07% | 104.06%-89.0pp | 101.90%-86.8pp | 248.85%-233.8pp |
| Employer contribution / active EE | $8,277 | $9,361-11.6% | $8,708-5.0% | $8,036+3.0% |
| Participant deferral / active EE | $7,505 | $7,856-4.5% | $7,539-0.5% | $5,727+31.0% |
| Admin fee / account holder | $19,149 | $48,739-60.7% | $42,132-54.6% | $30,732-37.7% |